Medallion Wealth Advisors, LLC: DON position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Medallion Wealth Advisors, LLC on DON, newest first. How the timeline and the estimate are built.
Medallion Wealth Advisors, LLC held 7,834 DON shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,834 sharesChange vs previous 13F +7 shares
0.14% of the 13F portfolio, value $442,768.
13F-HR 0001420506-26-001835 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,827 sharesChange vs previous 13F -277 shares
0.13% of the 13F portfolio, value $411,228.
13F-HR 0001420506-26-000742 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,104 sharesChange vs previous 13F +385 shares
0.14% of the 13F portfolio, value $418,165.
13F-HR 0001420506-26-000740 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,719 sharesChange vs previous 13F +245 shares
0.14% of the 13F portfolio, value $403,706.
13F-HR 0001420506-26-000738 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,474 sharesChange vs previous 13F -145 shares
0.15% of the 13F portfolio, value $380,802.
13F-HR 0001420506-26-000736 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,619 sharesChange vs previous 13F +158 shares
0.17% of the 13F portfolio, value $378,208.
13F-HR 0001420506-26-000734 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,461 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $380,287.
13F-HR 0001420506-26-000732 filed by Medallion Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).